-69.3%
RGTZ vs SPY
+14.6%
-84.0%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | +9.6% |
| 7D | +16.5% | -0.7% | +17.2% | +11.4% |
| 30D | +52.1% | -1.0% | +53.1% | +46.2% |
| 3M | +51.6% | -0.3% | +51.9% | +61.3% |
| 6M | -61.9% | +7.3% | -69.2% | -8.6% |
| YTD | -77.0% | +13.3% | -90.3% | -3.2% |
| 1Y | -69.3% | +14.8% | -84.1% | +57.0% |
| All | -69.3% | +14.6% | -84.0% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling